MFS
ONEZ

Montgomery Financial Services’s TrueShares Seasonality Laddered Buffered ETF ONEZ Stock Holding History

Montgomery Financial Services’s Portfolio ONEZ Stock Details ONEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$626K Buy
+22,698
New +$614K 0.54% 19

Other funds holding ONEZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $94.7M AUM
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Montgomery Financial Services's ONEZ Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in TrueShares Seasonality Laddered Buffered ETF (ONEZ) in Q2 2026: 22,698 shares worth $626K. The stake represents 0.54% of the portfolio and ranks #19 among its holdings.

38 funds tracked by Wall St. Rank hold ONEZ as of Q2 2026.

  • Montgomery Financial Services held 22,698 shares of TrueShares Seasonality Laddered Buffered ETF worth $626K as of Q2 2026.
  • TrueShares Seasonality Laddered Buffered ETF was a new Montgomery Financial Services position in Q2 2026.
  • TrueShares Seasonality Laddered Buffered ETF made up 0.54% of Montgomery Financial Services's portfolio in Q2 2026, its #19 holding.
  • 38 funds tracked by Wall St. Rank held TrueShares Seasonality Laddered Buffered ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.